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EQTKX vs JEPRX
EQTKX vs JEPRX Comparison
Open Charts EQTKX vs JEPRX
EQTKX vs JEPRX Comparison Chart in %
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EQTKX vs. JEPRX commentary
Jun 21, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTKX is a Hold and JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 5.11B vs. EQTKX (1.11B). EQTKX pays higher dividends than JEPRX: EQTKX (8.86) vs JEPRX (8.37). EQTKX was incepted earlier than JEPRX: EQTKX (23 years) vs JEPRX (8 years). EQTKX (1.14) is less costly to investors than JEPRX (0.34). JEPRX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (40.00). EQTKX has a lower initial minimum investment than JEPRX: EQTKX (1000) vs JEPRX (15000000). EQTKX annual gain was more profitable for investors over the last year : 17.45 vs. JEPRX (9.20). EQTKX return over 5 years is better than : 49.18 vs. JEPRX (45.92).
| EQTKX | JEPRX | EQTKX / JEPRX | |
| Total Expense Ratio | 1.14 | 0.34 | 335% |
| Annual Report Gross Expense Ratio | 1.14 | 0.34 | 335% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 8.322 | 1.074 | 775% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 5.11B | 22% |
| Annual Yield % from dividends | 8.86 | 8.37 | 106% |
| Returns for 1 year | 17.45 | 9.20 | 190% |
| Returns for 3 years | 20.85 | 8.65 | 241% |
| Returns for 5 years | 49.18 | 45.92 | 107% |
| Returns for 10 years | 28.64 | N/A | - |
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